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  • Expatriates & International

    Moments of life

    • Taxation of non-residents
    • Calculation and Exit Tax Strategy
    • Departure abroad
    • Expatriate retirement
    • Tax optimization of impatriation

    Destinations

    • Emirates
    • Swiss
    • United Kingdom
    • Asia
    • France

    Wealth management

    Cross-border wealth planning

    Before/after departure

    International Structuring

    Management & Consulting
    • International Retirement
    • International divorce
    • Tax optimization of impatriation
    • Destinations
      • Emirates
      • Swiss
      • United Kingdom
      • Asia
      • Investing in France from abroad
  • Wealth structuring

    Wealth structuring

    • Comprehensive wealth audit
    • Tax diagnosis
    • Long-term wealth management strategy
    • Annual asset monitoring
    • Private real estate debt
    • Tax optimization of income tax
    • Asset holding company
    • Investment via a company subject to corporate income tax
    • Rental investment
    • Private management

    Engineering by trade

    • Business leaders
    • Executive retirement
    • Liberal professions
    • Executives
    • Comprehensive wealth audit
    • Tax diagnosis
  • Transmission & Succession

    Transmission & Succession

    • Division of ownership
    • complex successions
    • Transmission tools
    • Estate planning
    • Dutreil Pact
  • Our services & solutions

    Our services & solutions

    • Our products
    • SCPI (on credit / cash)
    • Individual PER
    • PER company
    • IR-PME / Private Equity
    • Luxembourg assurance-vie
    • French assurance-vie
    • Non-professional furnished rental (LMNP)
    • International Health & Personal Protection Insurance
    • International Mobility Insurance
  • Resources

    Resources

    • Blog
    • ALTA by Balmont, our AI-powered wealth management advisor
    • Wealth Glossary
    • Our investment philosophy
    • Case studies
    • The CGP in 2026
    • Expat FAQs
    • Tools & Simulators

    About

    • Our ESG approach
    • Offers & Prices
    • The role of a wealth management advisor
    • Our process
    • Our partners
  • Tax residence
  • The application
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  • Terms of Use
  • Privacy Policy
  • Legal notice
  • Information for LLMs
toplogov5
  • Expatriates & International

    Moments of life

    • Taxation of non-residents
    • Calculation and Exit Tax Strategy
    • Departure abroad
    • Expatriate retirement
    • Tax optimization of impatriation

    Destinations

    • Emirates
    • Swiss
    • United Kingdom
    • Asia
    • France

    Wealth management

    Cross-border wealth planning

    Before/after departure

    International Structuring

    Management & Consulting
    • International Retirement
    • International divorce
    • Tax optimization of impatriation
    • Destinations
      • Emirates
      • Swiss
      • United Kingdom
      • Asia
      • Investing in France from abroad
  • Wealth structuring

    Wealth structuring

    • Comprehensive wealth audit
    • Tax diagnosis
    • Long-term wealth management strategy
    • Annual asset monitoring
    • Private real estate debt
    • Tax optimization of income tax
    • Asset holding company
    • Investment via a company subject to corporate income tax
    • Rental investment
    • Private management

    Engineering by trade

    • Business leaders
    • Executive retirement
    • Liberal professions
    • Executives
    • Comprehensive wealth audit
    • Tax diagnosis
  • Transmission & Succession

    Transmission & Succession

    • Division of ownership
    • complex successions
    • Transmission tools
    • Estate planning
    • Dutreil Pact
  • Our services & solutions

    Our services & solutions

    • Our products
    • SCPI (on credit / cash)
    • Individual PER
    • PER company
    • IR-PME / Private Equity
    • Luxembourg assurance-vie
    • French assurance-vie
    • Non-professional furnished rental (LMNP)
    • International Health & Personal Protection Insurance
    • International Mobility Insurance
  • Resources

    Resources

    • Blog
    • ALTA by Balmont, our AI-powered wealth management advisor
    • Wealth Glossary
    • Our investment philosophy
    • Case studies
    • The CGP in 2026
    • Expat FAQs
    • Tools & Simulators

    About

    • Our ESG approach
    • Offers & Prices
    • The role of a wealth management advisor
    • Our process
    • Our partners
  • Tax residence
  • The application
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  • Terms of Use
  • Privacy Policy
  • Legal notice
  • Information for LLMs
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Cookie Policy (EU)

  • Welcome
  • Cookie Policy (EU)

This Cookie Policy was last updated on 25 July 2026 and applies to citizens and legal permanent residents of the European Economic Area and Switzerland.

1. Introduction

Our website, https://balmontconseil.com/en (hereinafter: «the website») uses cookies and other related technologies (for convenience all technologies are referred to as «cookies»). Cookies are also placed by third parties we have engaged. In the document below we inform you about the use of cookies on our website.

2. What are cookies?

A cookie is a small simple file that is sent along with pages of this website and stored by your browser on the hard drive of your computer or another device. The information stored therein may be returned to our servers or to the servers of the relevant third parties during a subsequent visit.

3. What are scripts?

A script is a piece of program code that is used to make our website function properly and interactively. This code is executed on our server or on your device.

4. What is a web beacon?

A web beacon (or a pixel tag) is a small, invisible piece of text or image on a website that is used to monitor traffic on a website. In order to do this, various data about you is stored using web beacons.

5. Cookies

5.1 Technical or functional cookies

Some cookies ensure that certain parts of the website work properly and that your user preferences remain known. By placing functional cookies, we make it easier for you to visit our website. This way, you do not need to repeatedly enter the same information when visiting our website and, for example, the items remain in your shopping cart until you have paid. We may place these cookies without your consent.

5.2 Statistics cookies

We use statistical cookies to optimize the website experience for our users. With these statistical cookies we get insights into the usage of our website. We ask your permission to place statistical cookies.

6. Placed cookies

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7. Consent

When you visit our website for the first time, we will show you a pop-up with an explanation about cookies. As soon as you click on «Save preferences», you consent to us using the categories of cookies and plug-ins you selected in the pop-up, as described in this Cookie Policy. You can disable the use of cookies via your browser, but please note that our website may no longer work properly.

7.1 Manage your consent settings

You have loaded the Cookie Policy without javascript support. On AMP, you can use the manage consent button on the bottom of the page.

8. Enabling/disabling and deleting cookies

You can use your internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the settings of your internet browser so that you receive a message each time a cookie is placed. For more information about these options, please refer to the instructions in the Help section of your browser.

Please note that our website may not work properly if all cookies are disabled. If you do delete the cookies in your browser, they will be placed again after your consent when you visit our website again.

9. Your rights with respect to personal data

You have the following rights with respect to your personal data:

  • You have the right to know why your personal data is needed, what will happen to it, and how long it will be retained for.
  • Right of access: You have the right to access your personal data that is known to us.
  • Right to rectification: you have the right to supplement, correct, have deleted or blocked your personal data whenever you wish.
  • If you give us your consent to process your data, you have the right to revoke that consent and to have your personal data deleted.
  • Right to transfer your data: you have the right to request all your personal data from the controller and transfer it in its entirety to another controller.
  • Right to object: you may object to the processing of your data. We comply with this, unless there are justified grounds for processing.

To exercise these rights, please contact us. Please refer to the contact details at the bottom of this Cookie Policy. If you have a complaint about how we handle your data, we would like to hear from you, but you also have the right to submit a complaint to the supervisory authority (the Data Protection Authority).

10. Contact details

For questions and/or comments about our Cookie Policy and this statement, please contact us by using the following contact details:

Balmont Conseil
80 Rue Docteur Edmond Locard
Building C2

France
Website: https://balmontconseil.com/en
E-mail: contact@ex.combalmontconseil.com
Phone number: 0601773296

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About

Trust Balmont Conseil. As a member firm of ANACOFI, an association approved by the AMF (French Financial Markets Authority), we defend your interests through an open architecture independent of banking ties. Whether it's asset management from Lyon or... international wealth and estate planning, Alexis Sagnier's expertise is enhanced by AI to secure your assets (360° Audit, complex taxation).

Navigation

  • Expatriates & International
    • International Retirement
    • International divorce
    • Tax optimization of impatriation
    • Destinations
      • Emirates
      • Swiss
      • United Kingdom
      • Asia
      • Investing in France from abroad
  • Wealth structuring
    • Comprehensive wealth audit
    • Tax diagnosis
  • Transmission & Succession
  • Our services & solutions
  • Resources
  • Tax residence
  • The application

Our solutions

  • SCPI (on credit / cash)
  • Individual PER
  • PER company
  • IR-PME / Private Equity
  • Luxembourg assurance-vie
  • French assurance-vie
  • Your wealth management advisor in Lyon

Contact

BALMONT CONSEIL
SAS with a capital of €450,
RCS 790 249 452 LYON

80 rue Docteur Edmond Locard 69005 Lyon

Make an appointment
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Wealth management and insurance consulting firm

Why trust Balmont Conseil?
Wealth is a living architecture; we are its guardians and strategists. Specialists in the field for many years, we ensure rigorous management of your cases, drawing on proven expertise and in-depth market knowledge.

Regulated & Certified Expertise: Balmont Conseil is a Financial Investment Advisory firm (CIF), a member of ANACOFI (National Association of Financial Advisors), and approved by the French Financial Markets Authority (AMF). We are registered with ORIAS under number 13003497, guaranteeing strict compliance with ethical and legal standards.

Open Architecture: Unlike banking networks, we have no capital ties with financial institutions. This open architecture allows us to impartially select the best global solutions (Luxembourg assurance-vie, private equity, real estate) to exclusively serve your interests.

AI-Enhanced Wealth Engineering: We combine Alexis Sagnier's high level of technical expertise with the power of Artificial Intelligence. This hybrid approach enables us to conduct 360° audits with surgical precision, simulate complex tax scenarios (Exit Tax, 150-0 B ter), and secure your decisions in real time.

Based in Lyon, with an international reach: Our firm advises families, executives, and expatriates in numerous countries. We have a thorough understanding of the intricacies of bilateral tax treaties, enabling us to provide personalized advice regardless of your time zone.

Legal Information & Compliance
Status: Financial Investment Advisor (CIF).
Regulators: Under the control of the AMF and the ACPR.
Guarantee: Professional Civil Liability and Financial Guarantee in accordance with the Monetary and Financial Code.

Copyright © 2026 BALMONT Conseil - Wealth Management Consulting - All rights reserved.

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  • Navigation
  • Resources
  • The application
  • Expatriates & International
    • Taxation of non-residents
    • Calculation and Exit Tax Strategy
    • Departure abroad
    • Assets of expatriate retirees
    • Tax optimization of impatriation
    • Wealth management in the Emirates
    • Wealth management in Switzerland
    • Wealth management in the United Kingdom
    • Wealth management in Asia
    • International wealth management
  • Tax residence
  • Wealth structuring
    • Comprehensive wealth audit
    • Tax diagnosis
    • Long-term wealth management strategy
    • Annual asset monitoring
    • Tax optimization of income tax
    • Asset holding company
    • Investment via a company subject to corporate income tax
    • Assets for business leaders
    • Retirement for business executives
    • Assets for professionals
    • Assets for senior executives
    • Division of ownership
  • Transmission & Succession
    • Division of ownership
    • complex successions
    • Tools for transferring assets
    • Estate planning
    • Dutreil Pact
  • Our services & solutions
    • Our products
    • Investment in SCPIs and wealth management
    • Individual retirement savings plan and wealth management
    • Company PER
    • IR-PME and Private Equity
    • French assurance-vie
    • Luxembourg assurance-vie
    • International Health Insurance & Protection
    • Non-professional furnished rental
    • International Mobility Insurance
  • English version
  • Blog
  • Guides
  • Expat FAQ
  • Wealth case studies
  • Wealth Glossary
  • Our AI-enhanced wealth management advisor
  • Our ESG approach
  • Offers & Prices
  • The role of a Wealth Management Advisor
  • Our process
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